Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PBW)

PBW Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
143
New
$3.51K - $4.4K
143 $2.92K
Mar 04, 2024 Q4 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
133
+ 100.0%
$3.27K - $4.1K
266 $5.43K
Feb 09, 2024 Q4 2023
Sachetta, LLC

Lynnfield, MA
BUY
 -
100
New
$2.46K - $3.08K
100 $2.04K
Jan 12, 2024 Q4 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
92
New
$2.26K - $2.83K
92 $1.88K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
50
New
$1.23K - $1.54K
50 $1.02K
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
43
+ 1.0%
$1.06K - $1.32K
4.35K $88.7K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
40
New
$983 - $1.23K
40 $817
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
25
New
$614 - $770
25 $511
Feb 01, 2024 Q4 2023
Townsend Asset Management Corp

BUY
 -
20
+ 0.5%
$491 - $616
3.99K $81.6K
Jan 22, 2024 Q4 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
8
+ 0.6%
$197 - $246
1.34K $27.4K
Mar 22, 2024 Q4 2023
Livelsberger Financial Advisory

Ashland, OH
BUY
 -
4
New
$98.3 - $123
4 $81.7
Jan 10, 2024 Q4 2023
Soa Wealth Advisors, Llc.

BUY
 -
4
+ 0.7%
$98.3 - $123
572 $11.7K
Feb 13, 2024 Q4 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
3
+ 0.7%
$73.7 - $92.4
431 $8.8K
Feb 01, 2024 Q4 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
3
+ 0.53%
$73.7 - $92.4
571 $11.7K
Dec 12, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
1
New
$24.6 - $30.8
1 $20.4
Feb 09, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
1
New
$24.6 - $30.8
1 $20.4
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
1
New
$24.6 - $30.8
1 $20.4
Feb 08, 2024 Q4 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1
+ 2.38%
$24.6 - $30.8
43 $878
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
SELL
 -
-20
- 2.62%
$491 - $616
744 $15.2K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

SELL
 -
-28
- 19.31%
$688 - $862
117 $2.39K
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-31
- 40.26%
$762 - $954
46 $939
Mar 28, 2024 Q4 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-35
- 83.33%
$860 - $1.08K
7 $143
Feb 02, 2024 Q4 2023
Truist Financial Corp

SELL
 -
-43
- 0.07%
$1.06K - $1.32K
66K $1.35M
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

SELL
 -
-49
- 12.37%
$1.2K - $1.51K
347 $7.09K
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

SELL
 -
-71
- 8.04%
$1.74K - $2.19K
812 $16.6K
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-76
- 13.87%
$1.87K - $2.34K
472 $9.64K
Feb 14, 2024 Q4 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-77
- 0.83%
$1.89K - $2.37K
9.21K $188K
Aug 14, 2024 Q4 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-150
- 5.03%
$3.69K - $4.62K
2.83K $57.8K
Feb 12, 2024 Q4 2023
New Republic Capital, LLC

Charlotte, NC
SELL
 -
-157
- 79.29%
$3.86K - $4.83K
41 $837
Feb 01, 2024 Q4 2023
Cwm, LLC

SELL
 -
-201
- 51.02%
$4.94K - $6.19K
193 $3.94K
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-223
- 3.21%
$5.48K - $6.87K
6.72K $137K
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

SELL
 -
-279
- 22.41%
$6.86K - $8.59K
966 $19.7K
Feb 28, 2024 Q4 2023
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-296
- 1.98%
$7.27K - $9.11K
14.6K $299K
Feb 09, 2024 Q4 2023
Commerce Bank

Kansas City, MO
SELL
 -
-317
- 3.72%
$7.79K - $9.76K
8.21K $168K
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-350
- 50.0%
$8.6K - $10.8K
350 $7.15K
Feb 08, 2024 Q4 2023
Credit Suisse Ag

Zurich, V8
SELL
 -
-429
- 0.21%
$10.5K - $13.2K
200K $4.09M
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-443
- 32.65%
$10.9K - $13.6K
914 $18.7K
Jan 30, 2024 Q4 2023
Harel Insurance Investments & Financial Services Ltd.

SELL
 -
-449
- 0.2%
$11K - $13.8K
223K $4.56M
Feb 14, 2024 Q4 2023
Comerica Bank

SELL
 -
-614
- 18.4%
$15.1K - $18.9K
2.72K $55.6K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
SELL
 -
-785
- 80.93%
$19.3K - $24.2K
185 $3.78K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

SELL
 -
-800
- 30.69%
$19.7K - $24.6K
1.81K $36.9K
Jan 23, 2024 Q4 2023
Carmichael Hill & Associates, Inc.

SELL
 -
-880
- 72.49%
$21.6K - $27.1K
334 $6.82K
Jan 31, 2024 Q4 2023
Onyx Bridge Wealth Group LLC

SELL
 -
-945
- 10.36%
$23.2K - $29.1K
8.18K $167K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-982
- 7.76%
$24.1K - $30.2K
11.7K $238K
Feb 09, 2024 Q4 2023
Neuberger Berman Group LLC

New York, NY
SELL
 -
-1K
- 9.45%
$24.6K - $30.8K
9.59K $196K
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-1.1K
- 8.46%
$27K - $33.8K
11.9K $243K
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

SELL
 -
-1.11K
- 6.45%
$27.2K - $34.1K
16K $328K
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
SELL
 -
-1.21K
- 5.37%
$29.7K - $37.2K
21.3K $434K

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